Cerity Partners
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Cerity Partners’s Monarch Casino & Resort MCRI Stock Holding History

Cerity Partners’s Portfolio MCRI Stock Details MCRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.05M Buy
7,972
+2,136
+37% +$249K ﹤0.01% 1971
2026
Q1 		$558K Sell
5,836
-6,953
-54% -$661K ﹤0.01% 2221
2025
Q4 		$1.22M Buy
12,789
+1,747
+16% +$168K ﹤0.01% 1617
2025
Q3 		$1.17M Buy
11,042
+1,152
+12% +$116K ﹤0.01% 1526
2025
Q2 		$855K Buy
9,890
+3,285
+50% +$265K ﹤0.01% 1591
2025
Q1 		$514K Buy
6,605
+1,719
+35% +$146K ﹤0.01% 1739
2024
Q4 		$386K Buy
+4,886
New +$394K ﹤0.01% 1910
2024
Q1 		– Sell
-94,888
Closed -$6.56M – 2328
2023
Q4 		$6.56M Buy
+94,888
New +$6.04M 0.02% 469
2023
Q3 		– Sell
-58,098
Closed -$4.09M – 1588
2023
Q2 		$4.09M Buy
+58,098
New +$4.05M 0.02% 544

Other funds holding MCRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Cerity Partners's MCRI Position: Q2 2026 in Review

Cerity Partners increased its Monarch Casino & Resort (MCRI) stake by 37% in Q2 2026, buying an estimated $249K and bringing the position to 7,972 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1971.

Cerity Partners first reported a position in MCRI in Q2 2023 and has held it in 9 quarters since. The position peaked at $6.56M in Q4 2023. 259 funds tracked by Wall St. Rank hold MCRI as of Q2 2026.

  • Cerity Partners held 7,972 shares of Monarch Casino & Resort worth $1.05M as of Q2 2026.
  • Cerity Partners bought 2,136 Monarch Casino & Resort shares in Q2 2026, an estimated $249K.
  • Monarch Casino & Resort made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1971 holding.
  • Cerity Partners first reported a position in Monarch Casino & Resort in Q2 2023 and has held it in 9 quarters since.
  • Cerity Partners's Monarch Casino & Resort position peaked at $6.56M in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Monarch Casino & Resort as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.